Janiczek Wealth Management’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $297K | Sell |
1,424
-9
| -0.6% | -$1.88K | 0.06% | 131 |
|
|
2024
Q1 | $276K | Hold |
1,433
| – | – | 0.06% | 143 |
|
|
2023
Q4 | $245K | Sell |
1,433
-36
| -2% | -$6.16K | 0.06% | 132 |
|
|
2023
Q3 | $203K | Buy |
1,469
+17
| +1% | +$2.34K | 0.05% | 141 |
|
|
2023
Q2 | $179K | Buy |
1,452
+26
| +2% | +$3.21K | 0.05% | 136 |
|
|
2023
Q1 | $172K | Sell |
1,426
-68
| -5% | -$8.22K | 0.05% | 133 |
|
|
2022
Q4 | $191K | Buy |
1,494
+486
| +48% | +$62.3K | 0.05% | 122 |
|
|
2022
Q3 | $87K | Buy |
1,008
+559
| +124% | +$48.2K | 0.03% | 221 |
|
|
2022
Q2 | $45K | Buy |
449
+56
| +14% | +$5.61K | 0.01% | 325 |
|
|
2022
Q1 | $44K | Sell |
393
-179
| -31% | -$20K | 0.01% | 320 |
|
|
2021
Q4 | $78K | Buy |
572
+246
| +75% | +$33.5K | 0.02% | 228 |
|
|
2021
Q3 | $44K | Buy |
326
+103
| +46% | +$13.9K | 0.02% | 302 |
|
|
2021
Q2 | $31K | Hold |
223
| – | – | 0.01% | 343 |
|
|
2021
Q1 | $29K | Buy |
223
+170
| +321% | +$22.1K | 0.01% | 330 |
|
|
2020
Q4 | $6K | Buy |
+53
| New | +$6K | ﹤0.01% | 551 |
|